Relationship Manager – Retail Advisory

Job Title: Relationship Manager – Retail Advisory

Location: Mumbai, Chennai, Bengaluru, Hyderabad, Kolkata, Delhi

Role Summary:

You will advise clients on securities and capital market products. You focus on suitability, risk alignment and long-term portfolio outcomes while operating within regulatory boundaries. We are looking for candidates with 2-3 years of relevant experience in securities advisory or broking. Strong knowledge of Indian capital markets and products. NISM certifications as applicable. High ethical standards and client-first mindset.

Key Responsibilities:

1. Acquisition of new clients with margins.
2. Advise clients on equity, derivatives, mutual funds, bonds and other approved securities products.
3. Understand client financial goals, risk profile, and investment horizon before recommendations.
4. Execute trades and portfolio actions based on advisory strategy and market conditions.
5. Conduct regular portfolio reviews and provide clear market and performance updates.
6. Ensure strict adherence to SEBI regulations, internal policies and suitability norms.

If your profile matches the above requirement, please share your updated CV to [email protected]